Barlow Wealth Partners, Inc. has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $790 Billion distributed in 136 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Alphabet Inc. with a value of $51B, Microsoft Corp with a value of $39.9B, Houlihan Lokey, Inc. with a value of $35.4B, Visa Inc. with a value of $32.4B, and Costco Wholesale Corp with a value of $30.7B.
Examining the 13F form we can see an increase of $25.3B in the current position value, from $765B to 790B.
Barlow Wealth Partners, Inc. is based out at Louisville, KY
Below you can find more details about Barlow Wealth Partners, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$790 Billion
Technology: $228 Billion
Financial Services: $172 Billion
Industrials: $73.2 Billion
Communication Services: $66.5 Billion
Healthcare: $63.9 Billion
Consumer Cyclical: $59.1 Billion
Consumer Defensive: $36.9 Billion
Utilities: $27.8 Billion
Other: $42.3 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
